Profilo
Mr. Gaetan T.
Scalzo is a President & Chief Executive Officer at Claremont Financial Group, Inc. and a Managing Member at Pacific Financial Group LLC.
He joined Claremont Financial Group in 2018 and has over 25 years of experience serving clients as an independent financial consultant.
He received his undergraduate degree from The California State University.
He is an Investment Advisor Representative (Series 66), a General Securities Representative (Series 7), and a Life Insurance Agent.
In addition, Guy is also a Registered Representative with Capital Investment Group, Inc.
Posizioni attive di Guy Scalzo
| Società | Posizione | Inizio |
|---|---|---|
Claremont Financial Group, Inc.
Claremont Financial Group, Inc. Investment ManagersFinance Provides investment advice | Amministratore Delegato | 01/01/2018 |
Precedenti posizioni note di Guy Scalzo
| Società | Posizione | Fine |
|---|---|---|
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Fondatore | 01/05/2021 |
Formazione di Guy Scalzo
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
The California State University
The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Claremont Financial Group, Inc.
Claremont Financial Group, Inc. Investment ManagersFinance Provides investment advice | Finance |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Finance |
















